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Invoices and sales

Hold payments and deposit them together

Put checks and cash in Undeposited Funds, then record one bank deposit for the stack, so it matches your bank.

When you take several checks to the bank at once, your bank shows one deposit for the total. Record the payments in Undeposited Funds first, then group them into one deposit so it matches.

  1. 1When you receive a payment or make a sales receipt, choose Undeposited Funds in Deposit to.
  2. 2When you go to the bank, open [New bank deposit](/new/bank-deposit) (or Make a deposit on Transfers & deposits).
  3. 3Choose the bank account, tick the payments on your deposit slip, and add any other money you put in.
  4. 4Press Save deposit. When the deposit shows up in Bank transactions, TallyPip matches it to this deposit, so it isn't counted twice.

A payment that's in a deposit can't be removed until you take it out of the deposit (edit the deposit and untick it) or delete the deposit.

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